Filed October 27, 2023
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,649 | $55,002-37.0% | $59,887-42.1% | $56,287-38.4% |
| Participation rate | 89.3% | 75.9%+13.4pp | 74.7%+14.6pp | 69.9%+19.4pp |
| Annual return | -2.29% | 1.13%-3.4pp | 3.46%-5.8pp | -9.96%+7.7pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,235 | $3,121-28.4% | $3,402-34.3% | $3,350-33.3% |
| Admin fee / account holder | $4 | $236-98.5% | $3,591-99.9% | $521-99.3% |